401(k) · DOL Form 5500 · 2023

Cherokee Freight Lines Stockton, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
155
Participants Small participant base
55th
Percentile by assets National rank
$55,271
Avg per participant Low balance/head
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Official DOL plan name: Sugar Transport Locals #431 and #439 Retirement Plan · Sponsored by Cherokee Freight Lines Stockton, LLC · California · Transportation & Warehousing

$9M in assets, 155 participants

Cherokee Freight Lines Stockton, LLC's Sugar Transport Locals #431 and #439 Retirement Plan reported $9M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,876 in Transportation & Warehousing (3,362 peers)

Coverage in California

Sugar Transport Locals #431 and #439 Retirement Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $9M.

#1,876
in Transportation & Warehousing (3,362 peers)
+6.7%
assets growth YoY

Sugar Transport Locals #431 and #439 Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Sugar Transport Locals #431 and #439 Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,567,016 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sugar Transport Locals #431 and #439 Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sugar Transport Locals #431 and #439 Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sugar Transport Locals #431 and #439 Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $536K in the plan year 2023 filing.
  • Sugar Transport Locals #431 and #439 Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sugar Transport Locals #431 and #439 Retirement Plan reported participants rose from 149 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262533907 · Cherokee Freight Lines Stockton, LLC PY 2023 · 401(k)

Sugar Transport Locals #431 and #439 Retirement Plan · $9M · 155 · 55th

  • EBSA $9M
  • PART 155
  • TYPE 55th
  • NET 401(k)
  • BOOK near Vince & Joes Fruit Market 401(k) Plan
  • VS-ST ind #1876

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in California →

Sugar Transport Locals #431 and #439 Retirement Plan in the asset neighbourhood

Sugar Transport Locals #431 and #439 Retirement PlanSugar Transport Locals #431 …$9MVince & Joes Fruit Market 401(k) PlanVince & Joes Fruit Market 40…$9MRollex Corporation Salaried Employees' 401(k) Retirement PlanRollex Corporation Salaried …$9MPalletized Trucking, Inc. 401(k) & Profit Sharing PlanPalletized Trucking, Inc. 40…$9MWeir International, Inc. Retirement PlanWeir International, Inc. Ret…$9M
End-of-year total assets ($M) among Sugar Transport Locals #431 and #439 Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$536K
Employer EIN262533907
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherokee Freight Lines Stockton, LLC)

Sponsor-wide plan assets over time

All Cherokee Freight Lines Stockton, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.449768979790651% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $8.03M $8.71M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 149 $8M
2023 1 155 $9M
2024 1 190 $9M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sugar Transport Locals #431 and #439 Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sugar Transport Locals #431 and #439 Retirement Plan, Total assets ($B): 0.008567016 · Participants: 155Sugar Transport Locals #431 and #439 Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sugar Transport Locals #431 and #439 Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sugar Transport Locals #431 and #439 Retirement Plan side-by-side with 3 peers →

Sugar Transport Locals #431 and #439 Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vince & Joes Fruit Market 401(k) Plan in MI ($9M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sugar Transport Locals #431 and #439 Retirement Plan assets move in 2023? ▼
Sugar Transport Locals #431 and #439 Retirement Plan grew at a solid clip - up 6.7% during 2023, from $8M to $9M. Reported net income was $536K.
How have Cherokee Freight Lines Stockton, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cherokee Freight Lines Stockton, LLC's sponsor-wide assets grew 8.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Sugar Transport Locals #431 and #439 Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vince & Joes Fruit Market 401(k) Plan in MI ($9M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Sugar Transport Locals #431 and #439 Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262533907.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.